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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,547,404 |
HIRTLE, CALLAGHAN & COMPANY3 years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $307,340 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $120,295 |
CHEIRON3 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $119,178 |
Service code 49 · EIN 82-0994119 | Other Services | $105,635 |
CLEARY, JOSEM & TRIGIANI LLP3 years Service code 29 · EIN 23-2657967 | Legal | $65,988 |
Service code 49 · EIN 13-3432221 | Other Services | $47,874 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $46,408 |
UNITE HERE HEALTH4+ years Service code 10 · EIN 23-7385560 | Accounting | $43,693 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $41,363 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 9.37% | 9.17%+0.2pp | 8.95%+0.4pp | 13.51%-4.1pp |
| Employer contribution / active EE | $788 | $5,235-84.9% | $46,559-98.3% | $8,170-90.4% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |